Cognos Analytics for Finance: Certification Preparation

• Basic understanding of business intelligence and data analytics
• Familiarity with financial concepts related to accounts payable, treasury, and expenses

Audience

• Consultants preparing for Cognos Analytics certification
• Finance professionals working with Cognos for reporting and analysis
• Business analysts seeking to deepen their knowledge of Cognos Analytics

IBM Cognos Analytics is a business intelligence and data analytics platform that enables users to explore, visualize, and analyze data for better decision-making.

This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level consultants and finance professionals who wish to prepare for the Cognos Analytics certification and gain expertise in financial data analysis, including modules for accounts payable, treasury, and expenses.

By the end of this training, participants will be able to:

• Navigate and utilize the Cognos Analytics interface efficiently.
• Develop and customize financial reports and dashboards.
• Manage data models and optimize queries.
• Prepare for the Cognos Analytics certification exam.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to IBM Cognos Analytics

• Overview of Cognos Analytics architecture
• Key features and capabilities
• User roles and permissions

Data Modeling in Cognos

• Understanding data sources and connections
• Creating and managing data modules
• Optimizing query performance

Report Authoring and Customization

• Building interactive reports
• Using filters, calculations, and advanced expressions
• Customizing report layouts

Financial Data Analysis: Accounts Payable Module

• Tracking and managing vendor payments
• Generating accounts payable reports
• Analyzing overdue invoices and cash flow

Financial Data Analysis: Treasury Module

• Monitoring cash flow and liquidity
• Creating treasury reports and dashboards
• Risk assessment and compliance reporting

Financial Data Analysis: Expenses Module

• Managing expense tracking and categorization
• Generating expense reports and forecasts
• Integrating expense data with financial planning

Advanced Data Visualization and Dashboards

• Creating interactive dashboards
• Using AI-driven insights and automation
• Sharing and distributing reports

Certification Exam Preparation

• Understanding certification objectives
• Reviewing sample questions and case studies
• Mock exam and discussion

Summary and Next Steps